Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron M. RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Cody John BehrensCountry Capital Management CompanyPNC Investments05-03-2019
Crystal M. LanceMidwestern Securities Trading Company, LLCPNC Investments01-02-2019
Eddie R. TolbertNorthwestern Mutual Investment Services, LLCPNC Investments$25011-16-2018
Glenn Alan AldridgeTD Ameritrade Investment Management, LLCPNC Investments03-15-2019
Jill LevinsonThe Huntington Investment CompanyPNC Investments$10011-26-2018
Michael William WalbridgeJ.P. Morgan Securities LLCPNC Investments11-13-2018
Michele A. ManfrediBMO Harris Financial Advisors, Inc.PNC Investments$10010-19-2018
Mirko ReithoferFifth Third Securities, Inc.PNC Investments11-08-2018
Patrick RodgersMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-15-2018
Tanvi Shirish KhanBMO Harris Financial Advisors, Inc.PNC Investments$10010-22-2018

Showing 1 to 13 of 13 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.